Our AutoTask sync will mirror our ConnectWise sync. There will be 5 modules, Customers, Contracts, Sales Orders, Tickets and Moving Calls. The Customer sync needs to be in place 1st, Contract sync has the biggest ROI and is the most popular. Note you need to be invoicing your contracts in AT to implement this and getting contracts set up to auto update and invoice in AT will generally be your 1st step. If new to AT your 1st step may be having us push your IT customers in to AT.
0 Comments